Workflow & AI Audit
Understand where the extra work and delays come from. We talk with your team, map what happens, and recommend what to change first.
Explore the Workflow & AI AuditFor service businesses with 10 to 150 people
Better processes. Practical AI.
Process improvement and AI that give you back time, capacity, and better margins.
Your team shouldn't have to spend the day copying information, chasing updates, and waiting for answers.
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Or start with the 2-Minute Workflow & AI Check30 minutes. Useful whether or not we work together.
- Time
Spend less time on repeat work.
- Capacity
Handle more work with the team you have.
- Speed
Keep work moving with fewer delays.
- Business results
Reduce avoidable costs and improve margins.
People we've worked with
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Meet Lyden and Ben
We both have master's degrees in Instructional Design and Technology from Purdue University, with a background in adult learning and behavior change.
That shapes how we work with your team. We involve the people doing the job, help them understand the changes, and build training around the work they actually do.
Lyden Egbert
Co-founder and CEO. Leads strategy and AI integration.
Ben Woestman
Co-founder. Leads delivery and systems.
How better processes and AI help your business
We look at how the work gets done, help you change what's causing those problems, and use software and AI where they can help.
Time
Fewer updates to copy, reports to rebuild, and details to enter again.
Capacity
Less of the day taken up by avoidable tasks and interruptions.
Speed
Clear responsibilities and next steps, so requests, jobs, and invoices can move forward.
Business results
That could mean getting quotes out sooner, having invoices ready to send, or reducing the work that cuts into your margins.
Quality
Faster only counts if the work is still right.
The checks that catch mistakes still matter. So does whether your team understands the work and can do it well.
Does any of this sound familiar?
- Your team enters the same information in more than one place.
- You have to ask someone where a job or request stands.
- Someone keeps rebuilding the same report.
- Work waits for an answer, approval, or signature.
- One employee knows how to do it, and everyone else has to ask.
- Work comes back because information is missing or doesn't match.
These are the kinds of problems we look at with you and your team.
How we can help
Build
Put the agreed changes into practice. That might mean improving the software you already use, connecting systems, building an app, or writing clearer instructions.
Explore BuildTrain
Help your team use the new process and tools in their daily work. Training uses their actual tasks, with instructions they can return to.
Explore TrainWhat clients say
“I have been impressed by how well they have picked up even the smallest details of our company and figured out how to solve our pain points.”
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Our company has used L&B learning solutions to overhaul our processes and procedures. I have been impressed by how well they have picked up even the smallest details of our company and figured out how to solve our pain points. They have dug into all areas and found improvements to make things work more efficiently. They are easy and fun to work with.
“Just today we sat down and built an AI tool for our accounts receivable. It went through our QuickBooks and flagged over $250,000 in aged receivables we need to go collect.”
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We brought in Ben and Lyden at L&B Learning Solutions to help us get organized. Honestly, I wasn't sure what we'd end up with. What we got was a custom app built around how we actually run jobs: estimating, project tracking, billing and field ops, all in one place instead of spread across spreadsheets and people's heads.
The part that surprised me most is how they've set us up with Claude AI. It's not a gimmick. They build tools that fit how our team already works. Just today we sat down and built an AI tool for our accounts receivable. It went through our QuickBooks and flagged over $250,000 in aged receivables we need to go collect. That's real money that had been sitting there, and now we have a clear list and a process to go after it.
They listen, they know the construction world, and they don't disappear once the contract's signed. They're in our weekly meetings, they push our team to actually use what they build, and they keep improving it.
If you run a contracting business and you're buried in admin work or can't see where your money is, call these guys.
“They took the time to truly dive into our business spending, analyze where our money was going, and identify areas where we could operate more efficiently.”
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Our veterinary clinic has had an incredible experience working with Ben and Lyden. They took the time to truly dive into our business spending, analyze where our money was going, and identify areas where we could operate more efficiently.
Thanks to their thorough review and strategic recommendations, we’ve saved thousands of dollars without sacrificing the quality of care we provide to our patients. In fact, their guidance has helped streamline our operations and improve our overall workflow.
Ben and Lyden are knowledgeable, professional, and genuinely invested in their clients’ success. They didn’t just point out problems, they offered practical, actionable solutions that made an immediate impact.
More client reviews
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30 minutes. Useful whether or not we work together.
Example: You should not have to chase every update
An illustration of the work, not a client case study.
Your employee finishes a task, updates the software, and types the same details into a spreadsheet. You still have to ask whether it's done.
We look at who needs that information, where it belongs, and which steps can be removed. Then we help your team use the new process in their everyday work.
How to get started
Tell us what's not working on a free 30-minute call.
If an audit makes sense, you get a proposal with a clear scope and fixed price.
Review the findings and decide what to do next. The maps and report are yours to keep.
Your questions, answered
What does it cost?
It depends on the people, processes, and systems involved. You get a fixed price before work starts. Any later work is scoped and priced separately.
Do we have to replace our software?
Not necessarily. We look at what you already have before recommending something new.
We're not technical. Is that a problem?
No. You know your business. We explain the options and train your team using their own work.
Do we have to use AI?
Not necessarily, but we highly encourage it. The best results usually come from fixing the process first, then adding AI on top of it to make the work faster and more efficient. AI is the way of the future, and a clear process is how you get real value from it.
How do you handle our data?
We work with you and your IT provider on what information is needed, who can access it, and how it may be used. We use NDAs and agree on rules for AI use where it is part of the work.
Tell us what's taking more effort than it should
You don't need to know the answer before you call. Start with what's happening in your business.
Book my free call
30 minutes. Useful whether or not we work together.